Hybrid Senior Bookkeeper & Accounting Manager

Clifton & Co. Merchant Banking; Milwaukee (WI); Hybrid; USD 65,000 - 80,000; Full time

Job summary

Clifton & Co. Merchant Banking is seeking a Senior Bookkeeper/Accounting Manager to oversee day-to-day accounting for multiple growing businesses. You will manage AR, AP, cash, payroll, and tax support, with month-end close and internal controls in place.

The ideal candidate is hands-on, detail-oriented, and capable of delivering reports and analyses to leadership with minimal supervision. Hybrid work requires some in-office presence in Greater Milwaukee or Chicago areas.

Qualifications

• 5+ years of progressive bookkeeping or accounting experience.
• Strong understanding of GAAP-based bookkeeping practices.
• Experience managing Accounts Receivable and cash flow processes.
• Knowledge of sales tax, payroll tax, and business tax support.
• Advanced proficiency in QuickBooks (Online and/or Desktop), Microsoft Excel, and Microsoft 365.
• Experience with ERP or accounting systems is a plus.
• Excellent communication, organizational, and problem-solving skills.
• Ability to handle confidential information with discretion.

Responsibilities

• Maintain the general ledger and ensure accurate financial records.
• Process and reconcile bank, credit card, and other balance sheet accounts.
• Prepare monthly financial reports and supporting schedules.
• Assist with month-end and year-end closing activities.
• Monitor and improve internal accounting controls and procedures.
• Manage billing, invoicing, customer collections, and cash application.
• Track receivables and follow up on outstanding balances.
• Prepare weekly cash flow forecasts and cash position reports.
• Coordinate deposits, wire transfers, ACH payments, and banking activities.
• Prepare and file or coordinate sales and use tax filings.
• Support payroll tax reporting and regulatory compliance.
• Assist external CPAs with annual tax returns and audits.
• Maintain records required for federal, state, and local reporting.
• Manage vendor relationships and office-related administrative functions.
• Coordinate insurance renewals, business licenses, and permits.
• Support HR administration, including onboarding and payroll coordination.
• Maintain contracts, corporate records, and key business documentation.
• Assist leadership with special projects, reporting, and operational analysis.

Skills

GAAP bookkeeping

Accounts Receivable

Cash flow management

Payroll coordination

Tax compliance

QuickBooks

Excel

Microsoft 365

Education

Associate's or Bachelor's degree in Accounting/Finance

Tools

QuickBooks (Online/Desktop)

Excel

Microsoft 365

ERP systems

Job description

Clifton & Co. Merchant Banking is seeking a Senior Bookkeeper/Accounting Manager to oversee day-to-day accounting for multiple growing businesses. You will manage AR, AP, cash, payroll, and tax support, with month-end close and internal controls in place.

The ideal candidate is hands-on, detail-oriented, and capable of delivering reports and analyses to leadership with minimal supervision. Hybrid work requires some in-office presence in Greater Milwaukee or Chicago areas.